"Financial planning isn’t just about numbers—it’s about helping people gain clarity, confidence, and control over their future. As an advisor, it’s deeply meaningful to guide someone through life’s complexities, turning uncertainty into a strategy and goals into realities. It’s not just planning finances—it’s helping people plan their lives with purpose."
Learn About Robert Himmelman
Professional Background
Robert brings a diverse background in Corporate Finance, Banking, and Wealth Management to Mission Wealth, allowing him to approach each client’s needs with a distinct and informed perspective. During his career with UBS in New York City, he has experience as both a Financial Advisor and Fixed Income Trader. Today, Robert combines that technical expertise with specialized experience advising retires, corporate executives on compensation strategies, and guiding business owners through complex financial decisions. This multifaceted background enables him to provide counsel on sophisticated, tax-efficient investment strategies while maintaining a comprehensive view of his clients’ long-term financial goals.
Personal Pursuits
As a New Jersey native, Robert is proud to call Scottsdale, Arizona home for the past five years. Along with his rescue pup “Hank”, Robert enjoys exploring Arizona and all the West has to offer. When not pretending to be an PGA Professional, Robert can be found playing his guitars, critiquing the latest cuisines, and building meaningful relationships in the community.
Community Impact
Robert enjoys volunteering his time at the St. Mary’s Food Bank in Phoenix, Arizona. Robert is also involved supporting the charitable efforts of Blessed Sacrament Roman Catholic Church in Scottsdale.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.